SEC 13F Intelligence

Saratoga Research & Investment Management / AAPL

Saratoga Research & Investment Management’s Apple Inc Position

Does Saratoga Research & Investment Management own Apple Inc (AAPL)? Yes112.0K shares worth $28M (+1.61% of its 13F portfolio) as of Q1 2026, down from 115.5K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
112.0K
% of Portfolio
+1.61%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $88MQ4 ’18Q1 ’19: $111MQ2 ’19: $118MQ3 ’19: $115MQ4 ’19: $141MQ4 ’19Q1 ’20: $83MQ2 ’20: $89MQ3 ’20: $78MQ4 ’20: $91MQ4 ’20Q1 ’21: $84MQ2 ’21: $95MQ3 ’21: $100MQ4 ’21: $125MQ4 ’21Q1 ’22: $100MQ2 ’22: $77MQ3 ’22: $76MQ4 ’22: $70MQ4 ’22Q1 ’23: $97MQ2 ’23: $98MQ3 ’23: $69MQ4 ’23: $74MQ4 ’23Q1 ’24: $63MQ2 ’24: $74MQ3 ’24: $77MQ4 ’24: $79MQ4 ’24Q1 ’25: $53MQ2 ’25: $27MQ3 ’25: $32MQ4 ’25: $31MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026112.0K$28M+1.61%
Q4 2025115.5K$31M+1.65%
Q3 2025124.3K$32M+1.65%
Q2 2025133.6K$27M+1.47%
Q1 2025237.4K$53M+2.78%
Q4 2024314.1K$79M+3.97%
Q3 2024332.2K$77M+3.39%
Q2 2024352.1K$74M+3.37%
Q1 2024367.7K$63M+2.87%
Q4 2023383.5K$74M+3.41%
Q3 2023405.4K$69M+3.39%
Q2 2023504.5K$98M+4.51%
Q1 2023590.1K$97M+4.62%
Q4 2022542.1K$70M+3.48%
Q3 2022549.0K$76M+4.01%
Q2 2022564.1K$77M+3.82%
Q1 2022574.1K$100M+4.36%
Q4 2021701.8K$125M+5.31%
Q3 2021706.9K$100M+4.62%
Q2 2021694.1K$95M+4.48%
Q1 2021687.7K$84M+4.25%
Q4 2020684.9K$91M+4.87%
Q3 2020670.5K$78M+4.66%
Q2 2020242.8K$89M+5.59%
Q1 2020325.1K$83M+5.73%
Q4 2019481.2K$141M+8.47%
Q3 2019515.2K$115M+7.45%
Q2 2019595.9K$118M+7.42%
Q1 2019586.8K$111M+7.61%
Q4 2018555.8K$88M+6.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Saratoga Research & Investment Management’s full portfolio or all institutional holders of AAPL.